Schroder Multi-Manager Diversity Range

Our dedicated multi-manager specialists research an investment universe of over 5,000 funds, aiming to select the best combination of products from leading fund managers for the Schroder Multi-Manager Diversity Funds. Each fund provides a well diversified spread of investments which is constantly monitored and adapted to suit the prevailing economic and market environment.

Highly diversified

A well-balanced spread of investments in a single fund

Rigorous fund selection

Focused on delivering the right combination of leading fund managers for the prevailing environment

Targeting specific goals

A choice of 6 funds reflecting different investment objectives

Schroders’ range of multi-manager funds

0/0

Asset allocation of the funds

The table below shows the ‘neutral’ asset allocation (the balance between different types of investment) of the Schroder Multi-Manager Diversity Funds and the extent to which the Schroder Multi-Manager Team can move the funds away from this to reflect their views of market prospects. To help you compare the funds it also illustrates the balance between the return potential and risk of each fund.

Six investment options providing the balance of return potential and risk expertly-managed to suit you.

Portfolios built using a broad range of investment strategies which are actively managed to reflect the prevailing environment.

Investment process developed and honed over a number of years by our talented and experienced team.

Potentially more cost-effective than buying the same funds individually and available now as a tax-efficient ISA.

Meet the team

The process behind the Schroders Multi-Manager Diversity Range has been built and developed by a talented team over a number of years. With over 60 years of combined experience, the multi-manager team has a long-standing reputation within the investment community.

Led by Marcus Brookes, the team actively manages the range and has access to investment resources around the globe, so is well placed to change and adapt the funds as the market moves.

Marcus heads the Multi-Manager Team at Schroders, having joined from Cazenove Capital Management in 2013. Prior to this he was head of Multi-Manager at Gartmore Investment.

Qualifications

University of Sterling with an MSc. in Investment Analysis

Robin McDonald

Fund Manager

Years'
investment
experience

17

Overview

Robin has been a fund manager at Schroders since 2013 when he moved across from Cazenove Capital Management. Prior to this he worked as fund manager in the Multi-Manager team at Gartmore Investment Management.

Qualifications

CFA Charterholder.

Joe Le Jéhan

Fund Manager

Years'
investment
experience

16

Overview

Joe has been a fund manager at Schroders since 2013 when he moved across from Cazenove Capital Management. Prior to this he worked in fund research at Brewin Dolphin.

Qualifications

University of Durham with BA Hons Economics. CFA Charterholder. Member of the CFA Society.

Joe Tennant

Product Manager

Years'
industry
experience

10

Overview

Product Manager within the Multi Manager team at Schroders having moved across from the retail distribution business where he spent 4 years. Prior to this he worked in business development within the wealth management industry.

Qualifications

University of Leeds with BA Joint Honours in Management and Spanish. Investment Management Certificate holder.

Lauren Edwards

Fund Manager Assistant

Years'
industry
experience

13

Overview

Lauren joined the Multi-Manager team in early 2017, after moving across to Schroders in 2013 from Cazenove Capital Management. Specialising in Investment Support, she has held various roles in both Equities and Multi Asset teams.

Qualifications

University of York BA Hons in Politics Investment Management Certificate

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

With some of the Schroder Multi-Manager Diversity funds currency fluctuations may adversely affect the value of investments and the income thereon.

Some of the Schroder Multi-Manager Diversity funds invest partly in emerging markets. Investing in emerging markets can be extremely volatile, involving a higher than average risk compared with investing in established markets.

The levels and basis of, and reliefs from, taxation may change. Investors should obtain professional advice on taxation where appropriate before proceeding with any investment.

The funds will invest mainly in collective investment schemes which themselves may invest in bonds, equities and alternative investments each of which will have specific risks as detailed in the full Prospectus.

Derivative instruments may be used in the funds for the purposes of efficient portfolio management only. This should not lead to an increase in the risk to the funds. The managers will employ a risk management process to manage any derivative exposure achieved for the purposes of efficient portfolio management.

Important Information

This website is for UK professional financial advisers only. Retail clients should go to the Investor Centre You should not rely on the views and information on the site when making investment decisions.

Views and Opinions are Schroders' only and may change.

Schroders uses all reasonable skill and care to ensure information is accurate. However, errors or omissions may occur that are outside of our control, such as unauthorised access to this internet service, or the effects of machine, software or operator error or malfunction in connection with data transmission. Information is accurate only on the date shown on the page it appears and we advise that you contact us before you rely on any information to confirm its accuracy.

We use cookies to help improve your experience with this website. By using this site, you agree that we may store and access cookies on your device. Cookies are small text files, downloaded onto your device, that tell us which pages you’ve visited, when and what your technology preferences are. To find out more about the cookies that we use, their purpose and how you can manage them, please visit: How we use Cookies.